Associate Account Manager –
HR Technology, Enrollments & Terminations
Position Description:
JM Brassill Group, a local, independent employee benefits brokerage firm is seeking a high energy, supremely organized and efficient Enrollments/Terminations candidate. This position will handle daily contact with our agency’s top clients. The right candidate will possess a strong work ethic, resourcefulness and desire to learn the employee benefits industry.
This is an exceptional opportunity to work for a well-respected and fast-growing Insurance Agency and we are looking for Superstars to join our team located in Melville, NY!
Primary Responsibilities:
- Answer phones and respond to all calls timely
- Support HR Technology team and co-workers to maintain high level of customer satisfaction
- Assist clients with day-to-day transactions such as enrollment, terminations and billing for both clients and their members
- Exceptionally timely (within 24 hours) follow-up skills with vendor, clients and insurers to establish completion and/or track pending issues
- Keep up-to-date records of customer interactions and transactions to include details of the client’s inquiries, complaints and comments regarding billing discrepancies as well as logging enrollments and/or terminations processed and retroactive requests
- Obtain bills and contracts, other documentation, from carrier as necessary
- Must be able to understand and communicate clearly a client’s benefit plans including but not limited to Health, Dental, Life, STD, LTD, FSA’s, HSA and HRA’s
- Attend CE classes and seminars to obtain/maintain required Life and Health License
Job Knowledge, Skills & Abilities:
- Must have good command of the English language, and the ability to communicate in both oral and written formats
- Have a general understanding of workflows and be able to interpret system changes
- Must be proficient in MS Office products
- Exceptional organizational skills
- Must have the ability to learn a variety of online enrollment systems
- Ability to operate a variety of office machines, including copier, fax machine, 10- key calculator and computer using standard word processing, spreadsheet and data inquiry software
- Establish and maintain effective working relationships with co-worker’s clients and vendors
- Maintain records and files with precision and accuracy
- Rely on experience, resourcefulness and exercise independent judgment to plan and accomplish goals
Education & Training:
- High School Diploma/GED
Certificates & Licenses Required:
- Ability to obtain NY Health and Life Insurance License within 90 days of hire. Company will cover cost for first class and exam.
Work Environment:
- Work performed in an office environment
- Daily work performed Monday – Friday
- Additional hours may be required on an as needed basis, and during high volume times of the year
